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Creating Event-Based Opportunities

Simplify sign-ups for clinics, trainings, help desks, and more!

Stacy Zinken avatar
Written by Stacy Zinken
Updated over a year ago

Paladin’s admin tools enable you to create, share, and manage available pro bono opportunities in one centralized place.

Top tips for events:

  • If the event is recurring, or if volunteers can register for more than one shift or occurrence, simply create one opportunity with multiple time and date options. This way, potential volunteers can select the times and dates that are most convenient for them, and you only have to manage one record.

  • Use the "Duplicate" button when creating recurring or multi-part events.

  • If you require a potential volunteer to complete additional screening steps (for example, a training) remember to add the relevant “sign-up link." Once they express interest, they will be automatically redirected there.

  • You can set a capacity limit for volunteer registrations. Once that limit has been reached, additional volunteers cannot sign up unless you update the entry.

Creating Event-Based Opportunities in Paladin

Select “+ New Pro Bono Opportunity” to open the opportunity form.

Now you can create a new opportunity:

  1. Opportunity Type: Select "Event," and the form will expand with additional fields for this opportunity type.

  2. Title: Enter a descriptive, concise and clear name for the event. (Do not include personal identifying information in the opportunity title or description.)

  3. Description: Outline the event in further detail using the “Description”.

  4. Referring Organization: Your organization will be populated by default.

  5. Engagement Type: Select the type of engagement. You can choose from Advising (Non-Litigation), Fixed Time Commitment, Litigation, Policy Advocacy & Research, Training & Education and Transactional.

  6. Licensing Information: Enter any licensing requirements for volunteers.

  7. Location and Date/Time: Select the location requirements for the event: in-person, remote, or flexible. (Note that the Location field is required for In-Person events. You may include a virtual meeting link for a Remote event.) Additionally, input the start and stop times for the event.

    Click "Save" to add your event, and then you can add additional events to create a series, if applicable. For example, you can use an event series to manage sign-ups for a recurring clinic, multi-part training, or hotline shifts.

  8. Additional Details: Add any additional details to the event, including a sign-up link off Paladin, if applicable, and a maximum capacity for volunteers for this event.

  9. Use the "Duplicate" button to save time when adding additional opportunities in the same opportunity listing. After duplicating, you can edit any of the fields in the new event occurrence.

  10. Categorization: Categorize the opportunity by Practice Area and Community Served. You must select at least one, and up to four in each category. Attorneys can browse, sort, and filter by these tags on the internal database. Ensuring you tag opportunities correctly increases visibility, leading to higher engagement.

  11. Qualifications: Enter any volunteer qualifications needed for this event.

  12. Skill Development: Select any skills volunteers may develop while participating in this event. Additionally, please add any experience or language proficiencies needed for this event.

  13. Training & Support Details: This information helps a potential volunteer assess their fit for the event. This is also where you can note if a supervising attorney is required or provided.

  14. Expiration Date: The opportunity listing will automatically stop recruiting after the last event in the series has occurred.

Publishing Opportunities ("Send To...")

  1. Once you've entered all relevant information, click on the "Send To..." drop-down at the bottom of the page to select the teams to which you would like to share the opportunity. Only those teams selected will be able to view the opportunity and sign up.

  2. Once you click on "Create Opportunity," the opportunity will immediately be available to those teams, and will automatically stop recruiting once the event has occurred. (For an event series, each event will stop recruiting once the date of occurrence has passed. Past dates will be visible but not available for sign-up.)

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